如何从 Microsoft CRM 工作流程复制笔记?
我有一个在实体状态更改(机会“赢得”)时运行的工作流程,其中我正在创建另一个实体。
我想将机会中的所有注释复制到新实体,但我不知道该怎么做。
无需编码(或者实际上,通过编码!)这可能吗
?
I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity.
I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it.
Is this possible without coding (or in fact, with coding!)
Chris
如果你对这篇内容有疑问,欢迎到本站社区发帖提问 参与讨论,获取更多帮助,或者扫码二维码加入 Web 技术交流群。
绑定邮箱获取回复消息
由于您还没有绑定你的真实邮箱,如果其他用户或者作者回复了您的评论,将不能在第一时间通知您!
发布评论
评论(3)
如果没有编码,这是不可能的。通过编码(自定义工作流程活动和 ICrmService),您可以读取和创建注释(实体:注释)。
Its not possible without coding. With coding (custom workflow activity and the ICrmService) you can read and creates notes (Entity: annotation).
我同意本杰尼托的回答。您需要挂钩自定义工作流程活动才能获取注释对象。
以下是设置基本自定义工作流程活动的链接:http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity" rel="nofollow noreferrer"> stnnware.com/crm2/topic.aspx?id=CustomWorkflowActivity
CodePlex 上的一些自定义活动示例:http ://crm4activities.codeplex.com/
MSDN 上的自定义工作流活动文档:http://msdn.microsoft.com/en-us/library/cc151142.aspx
I agree with benjynito answer. You need to hook a custom workflow activity in order to get the notes object.
Here is the link to setup a basic custom workflow activity : http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity
An example of some custom activities on CodePlex: http://crm4activities.codeplex.com/
Custom workflow activity documentation on MSDN: http://msdn.microsoft.com/en-us/library/cc151142.aspx
可以使用“Dynamics 365 Workflow Tools”。当潜在客户合格时,我使用此库将注释从潜在客户复制到帐户。有关确切步骤,请参阅 克隆的文档孩子或我的博客文章复制从潜在客户到帐户的注释,向您展示我是如何做注释的。
It is possible to do this using the clone children action in "Dynamics 365 Workflow Tools". I used this library to copy the notes from a lead to an account when the lead is qualified. For exact steps see the documentation of clone children or my blog post Copying Notes from a Lead to an Account that shows you how I did it for notes.